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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,250 | $89,259-75.1% | $107,187-79.2% | $82,637-73.1% |
| Participation rate | 57.1% | 67.9%-10.8pp | 75.0%-17.9pp | 68.1%-10.9pp |
| Annual return | 15.80% | 21.02%-5.2pp | 204.55%-188.7pp | 53.51%-37.7pp |
| Employer contribution / active EE | $857 | $3,080-72.2% | $3,782-77.3% | $2,552-66.4% |
| Participant deferral / active EE | $2,601 | $4,037-35.6% | $5,096-49.0% | $4,126-37.0% |
| Admin fee / account holder | $1,843 | $7,381-75.0% | $9,162-79.9% | $7,339-74.9% |